Semus Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Semus Wealth Partners’s Portfolio JEPI Stock Details JEPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.19M	Buy	73,930 +1,637	+2%	+$95.2K	2.34%	14
2025 Q4	$4.14M	Sell	72,293 -531	-0.7%	-$30.3K	2.23%	15
2025 Q3	$4.16M	Buy	72,824 +7,622	+12%	+$433K	2.35%	12
2025 Q2	$3.71M	Buy	65,202 +1,803	+3%	+$99.9K	2.4%	9
2025 Q1	$3.62M	Buy	63,399 +4,139	+7%	+$241K	2.52%	7
2024 Q4	$3.41M	Buy	59,260 +5,182	+10%	+$308K	2.26%	10
2024 Q3	$3.22M	Buy	54,078 +2,236	+4%	+$129K	2.25%	9
2024 Q2	$2.94M	Buy	51,842 +1,825	+4%	+$103K	2.27%	10
2024 Q1	$2.89M	Sell	50,017 -12,653	-20%	-$713K	2.44%	8
2023 Q4	$3.45M	Buy	62,670 +1,456	+2%	+$78.5K	2.82%	5
2023 Q3	$3.28M	Buy	61,214 +5,739	+10%	+$316K	3.05%	7
2023 Q2	$3.07M	Buy	55,475 +10,408	+23%	+$568K	2.82%	7
2023 Q1	$2.46M	Buy	45,067 +7,013	+18%	+$381K	2.65%	7
2022 Q4	$2.07M	Buy	+38,054	New	+$2.07M	2.52%	6

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Semus Wealth Partners's JEPI Position: Q1 2026 in Review

Semus Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 2.3% in Q1 2026, buying an estimated $95.2K and bringing the position to 73,930 shares worth $4.19M. The position accounts for 2.34% of the portfolio, ranked #14.

Semus Wealth Partners first reported a position in JEPI in Q4 2022 and has held it in 14 quarters since. 1,405 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Semus Wealth Partners held 73,930 shares of JPMorgan Equity Premium Income ETF worth $4.19M as of Q1 2026.
Semus Wealth Partners bought 1,637 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $95.2K.
JPMorgan Equity Premium Income ETF made up 2.34% of Semus Wealth Partners's portfolio in Q1 2026, its #14 holding.
Semus Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2022 and has held it in 14 quarters since.
1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.